The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Abbott Laboratories COM 002824100   1,176,722 10,353 SH   SOLE   10,353 0 0
Abbvie Inc COM 00287Y109   2,105,622 11,563 SH   SOLE   11,563 0 0
Accenture PLC Ireland Class A COM G1151C101   1,039,185 2,998 SH   SOLE   2,958 0 40
Adobe Inc COM 00724F101   7,836,943 15,531 SH   SOLE   15,222 0 309
Agnico Eagle Mines Ltd COM 008474108   1,115,157 18,695 SH   SOLE   18,205 0 490
Alphabet Inc Cap Stock Cl A COM 02079K305   19,203,729 127,236 SH   SOLE   124,181 0 3,055
Amazon.com Inc COM 023135106   1,775,841 9,845 SH   SOLE   9,845 0 0
Amgen Inc COM 031162100   1,424,443 5,010 SH   SOLE   5,010 0 0
Apple Inc COM 037833100   4,371,931 25,495 SH   SOLE   25,300 0 195
Arcadium Lithium Plc Com COM G0508H110   58,185 13,500 SH   SOLE   13,500 0 0
Barrick Gold Corporation COM 067901108   16,580,795 996,442 SH   SOLE   976,497 0 19,945
Berkshire Hathaway Inc Cl A COM 084670108   1,268,880 2 SH   SOLE   2 0 0
Berkshire Hathaway Inc Cl B COM 084670702   33,331,677 79,263 SH   SOLE   78,028 0 1,235
Blackstone Group Inc Cl A COM 09260D107   252,937 1,925 SH   SOLE   1,925 0 0
Boeing Co COM 097023105   281,765 1,460 SH   SOLE   1,460 0 0
Bwx Technologies Inc COM 05605H100   12,639,677 123,170 SH   SOLE   120,255 0 2,915
Cameco Corp COM 13321L108   14,299,759 330,096 SH   SOLE   322,416 0 7,680
Check Point Software Tech Ltd COM M22465104   18,049,629 110,052 SH   SOLE   107,542 0 2,510
Chevron Corp COM 166764100   4,449,351 28,207 SH   SOLE   27,905 0 302
Chipotle Mexican Grill Inc COM 169656105   279,050 96 SH   SOLE   96 0 0
Clorox Co COM 189054109   306,220 2,000 SH   SOLE   2,000 0 0
Coca-Cola Co COM 191216100   484,799 7,924 SH   SOLE   7,924 0 0
Colgate Palmolive Co COM 194162103   333,185 3,700 SH   SOLE   3,700 0 0
ConocoPhillips COM 20825C104   681,330 5,353 SH   SOLE   5,353 0 0
Consolidated Edison Inc COM 209115104   223,393 2,460 SH   SOLE   2,460 0 0
Costco Wholesale Corp COM 22160K105   29,315,381 40,014 SH   SOLE   39,268 0 746
Csw Industrials Inc COM 126402106   1,222,970 5,213 SH   SOLE   5,213 0 0
CSX Corp COM 126408103   972,939 26,246 SH   SOLE   25,046 0 1,200
Curtiss Wright Corp COM 231561101   17,667,282 69,029 SH   SOLE   67,404 0 1,625
Danaher Corp COM 235851102   2,865,537 11,475 SH   SOLE   11,270 0 205
Dow Inc COM 260557103   495,533 8,554 SH   SOLE   8,554 0 0
Duke Energy Corp COM 26441C204   283,844 2,935 SH   SOLE   2,935 0 0
DuPont de Nemours Inc COM 26614N102   364,489 4,754 SH   SOLE   4,754 0 0
Eli Lilly & Co COM 532457108   15,084,644 19,390 SH   SOLE   18,910 0 480
Emerson Electric Co COM 291011104   268,452 2,367 SH   SOLE   2,367 0 0
Exxon Mobil Corp COM 30231G102   15,579,987 134,033 SH   SOLE   131,043 0 2,990
Fiserv Inc COM 337738108   20,538,149 128,508 SH   SOLE   125,638 0 2,870
Freeport-Mcmoran Inc Cl B COM 35671D857   36,262,348 771,211 SH   SOLE   754,141 0 17,070
Grainger W W Inc COM 384802104   12,904,725 12,685 SH   SOLE   12,410 0 275
Home Depot Inc COM 437076102   20,091,534 52,376 SH   SOLE   51,231 0 1,145
Hubbell Inc COM 443510607   10,805,403 26,034 SH   SOLE   25,424 0 610
Illinois Tool Works Inc COM 452308109   332,970 1,241 SH   SOLE   1,241 0 0
Intel Corp COM 458140100   22,387,821 506,856 SH   SOLE   495,166 0 11,690
Intuitive Surgical Inc COM 46120E602   22,846,705 57,247 SH   SOLE   56,372 0 875
Johnson & Johnson COM 478160104   16,228,123 102,586 SH   SOLE   100,716 0 1,870
Lennox Intl Inc COM 526107107   273,706 560 SH   SOLE   560 0 0
Lockheed Martin Corp COM 539830109   616,804 1,356 SH   SOLE   1,296 0 60
MasterCard Inc Cl A COM 57636Q104   912,575 1,895 SH   SOLE   1,895 0 0
McCormick & Co Inc Non Vtg COM 579780206   307,240 4,000 SH   SOLE   4,000 0 0
McDonalds Corp COM 580135101   1,358,322 4,818 SH   SOLE   4,553 0 265
Merck & Co Inc COM 58933Y105   19,969,996 151,345 SH   SOLE   148,150 0 3,195
Microsoft Corp COM 594918104   22,094,506 52,516 SH   SOLE   51,381 0 1,135
Moderna Inc COM 60770K107   8,701,796 81,661 SH   SOLE   79,666 0 1,995
Norfolk Southern Corp COM 655844108   483,234 1,896 SH   SOLE   1,896 0 0
Northern Dynasty Minerals Ltd COM 66510M204   318,000 1,000,000 SH   SOLE   1,000,000 0 0
Northrop Grumman Corp COM 666807102   475,223 993 SH   SOLE   993 0 0
NVIDIA Corp COM 67066G104   19,596,437 21,688 SH   SOLE   21,218 0 470
Palantir Technologies Inc Cl A COM 69608A108   636,111 27,645 SH   SOLE   26,220 0 1,425
PepsiCo Inc COM 713448108   700,565 4,003 SH   SOLE   4,003 0 0
Pfizer Inc COM 717081103   666,000 24,000 SH   SOLE   24,000 0 0
Phillips 66 COM 718546104   534,122 3,270 SH   SOLE   3,270 0 0
Procter & Gamble Co COM 742718109   1,432,830 8,831 SH   SOLE   8,831 0 0
Stryker Corp COM 863667101   393,657 1,100 SH   SOLE   1,100 0 0
Tractor Supply Co COM 892356106   460,627 1,760 SH   SOLE   1,640 0 120
Trimble Navigation Ltd COM 896239100   235,686 3,662 SH   SOLE   3,662 0 0
Union Pacific Corp COM 907818108   3,824,211 15,550 SH   SOLE   15,550 0 0
Verizon Communications Inc COM 92343V104   369,881 8,815 SH   SOLE   8,815 0 0
Visa Inc Cl A COM 92826C839   19,288,461 69,114 SH   SOLE   67,559 0 1,555
Wal-Mart Stores Inc COM 931142103   790,275 13,134 SH   SOLE   13,134 0 0
Wells Fargo & Co COM 949746101   1,424,193 24,572 SH   SOLE   24,572 0 0
BHP Billiton Ltd Sp ADR ADR 088606108   307,199 5,325 SH   SOLE   5,325 0 0
Shell Plc Spon Ads ADR 780259305   241,679 3,605 SH   SOLE   3,605 0 0
Woodside Energy Group Ltd Sp A ADR 980228308   10,514,693 526,524 SH   SOLE   513,679 0 12,845
Invesco Etf Tr S&P 500 Eql Wgt ETF-EQ 46137V357   227,295 1,342 SH   SOLE   1,342 0 0
Invesco Qqq Tr Unit Ser 1 ETF-EQ 46090E103   1,061,628 2,391 SH   SOLE   2,391 0 0
iShares Core S&P Ttl Stock ETF-EQ 464287150   393,113 3,409 SH   SOLE   3,344 0 65
iShares MSCI Jpn ETF ETF-EQ 46434G822   2,632,921 36,901 SH   SOLE   36,146 0 755
iShares S&P 500 Growth ETF-EQ 464287309   1,305,442 15,460 SH   SOLE   15,460 0 0
iShares S&P 500 Index ETF-EQ 464287200   21,579,812 41,047 SH   SOLE   40,831 0 216
iShares S&P 500 Value ETF-EQ 464287408   1,192,595 6,384 SH   SOLE   6,384 0 0
iShares S&P Mid Cap 400 ETF-EQ 464287507   1,777,374 29,262 SH   SOLE   29,217 0 45
iShares S&P Small Cap 600 ETF-EQ 464287804   1,368,806 12,385 SH   SOLE   12,385 0 0
Select Sector SPDR Energy ETF-EQ 81369Y506   1,346,919 14,267 SH   SOLE   14,267 0 0
SPDR S&P 500 ETF Tr ETF-EQ 78462F103   2,489,290 4,759 SH   SOLE   4,759 0 0
SPDR S&P Mid Cap 400 ETF Tr ETF-EQ 78467Y107   359,434 646 SH   SOLE   646 0 0
Vanguard Mid Cap ETF ETF-EQ 922908629   287,339 1,150 SH   SOLE   1,150 0 0
Vanguard Total Stock Mkt ETF-EQ 922908769   1,113,512 4,284 SH   SOLE   4,284 0 0
iShares 0-3 Mnth Treasry ETF-FI 46436E718   201,428 2,000 SH   SOLE   2,000 0 0
iShares Barclays 1-3 Yr ETF-FI 464287457   450,771 5,512 SH   SOLE   5,512 0 0
iShares Barclays 20 plus Yr ETF-FI 464287432   394,565 4,170 SH   SOLE   4,170 0 0
iShares Barclays Short Treas ETF-FI 464288679   9,803,631 88,689 SH   SOLE   84,907 0 3,782
iShares Barclays US Aggreg B ETF-FI 464287226   252,979 2,583 SH   SOLE   2,583 0 0
iShares US Treas Bond ETF ETF-FI 46429B267   628,816 27,616 SH   SOLE   27,616 0 0
iShares Gold Trust ETF-COMM 464285204   26,038,470 619,816 SH   SOLE   605,686 0 14,130